At WESTconsin Credit Union, we believe in the power of people helping people. Our mission is to give members, communities, and one another the inspiration, resources, and support to achieve financial wellness. We fulfill our mission by creating a positive impact in our members' lives by providing trusted financial services and building lasting relationships. If you're looking to work for an organization where your contributions matter, where teamwork and community are at the heart of everything we do, and where you can grow in a dynamic, supportive culture—then you're in the right place! We’re more than just a credit union; we strive to make a real difference. Ready to make an impact? Let’s grow together!
What You’ll Be Doing:
Takes steps to enhance membership value by actively recommending appropriate products and services to members, based upon their financial needs and goals.
Serve credit union membership by providing service and information in a pleasant, professional, and efficient manner via phone in a fast-paced call center environment
Accurately complete account maintenance and process account transactions per member request. Research and resolve complex member questions, issues, and concerns with a focus on a one call resolution. Partner with Service Center Team Leads, Supervisors, and other departments as necessary.
Maintain knowledge including but not limited to loan servicing, wire transactions, debit/credit card maintenance, online banking, fraud, appointment scheduling, and transactions
Provide technical support to members, successfully navigating multiple computer programs when assisting the member on the phone
Accurately verify members and be on the front line of fraud prevention
Utilize written communication across a variety of channels such as email, chat, and member relationship management and sales system to assist the member in the moment
Recommends policy and procedure changes and additions
Keep Service Center Team Leads and Service Center Supervisors informed regarding member impact items
Sets and monitors personal goals with leader to further personal development
What You’ll Need to Be Successful:
Associate degree from two-year college or technical school; or two years of related experience; or a combination of two years of related education and experience
Previous customer service experience is preferred
Why Choose WESTconsin:
Visit WESTconsin Careers
| Location | Menomonie, Wisconsin |
| Website | https://www.westconsincu.org |